AZ👾

Gm panicans

Claude Cowork is blowing my mind. But it’s only as good as the context it can gather The race is on to capture every piece of context in the organization Companies will use carrots and sticks to get that context out of their worker’s brains. Work is about to get very weird

Everyone is talking about AI replacing jobs, nobody has mapped where the damage actually hits. We scored every US county on its exposure to AI killing white collar jobs. Indexed all of the US. Link on the next post Built it with my homie @0xCatDev

If we assume the point of investing is ultimately to improve your quality of life and the quality of life of those you most care about, investments that consistently add stress over long periods of time probably don’t make sense. Money is traded for things or experiences that catalyze certain feelings. If your investments are generating the opposite spectrum of feelings, it might be time to reassess. It’s easy to miss the forest for the trees. Money is a means, not an end. And in the end, most things matter very, very little. Do what helps you sleep at night and wake up with a low heart rate. To me, those are the hallmarks of a world-class investor who gets the big picture.

@relmastered Bibi is a legend. Recovered from scary cancer last few years too

what the fuck is this id holy shit

@fejau_inc goat

Isn't it interesting that equity indices lost the range on March opex 🤔

world is ending and you're longing photonics

The Hormuz closure leads to an interesting wrinkle w.r.t Mag7 layoffs The longer it's closed, the likelier compute + power + spend are given to workers who 10x productivity gains at the cost of laying off your marginal worker Because input costs across the entire DC supply chain are dramatically rising and costs must come from somewhere else

Jfc 20%

A negative corollary of increased mag 7 capex will be louder anti-AI sentiment in America in a midterms year. Amazon just fired 35k+ employees only to turn around and raise capex guide

@DennisonBertram @ELLEmagazine @marieclaire @Cosmopolitan @LouisVuitton @gucci think it says equally as much about those who chose to participate vs. those who didn't

I was a fashion photographer for over a decade before crypto. I worked for magazines like @ELLEmagazine @marieclaire @Cosmopolitan and brands like @LouisVuitton @gucci and more. The Vanity Fair article was a setup to mock crypto and those it depicted.

Interesting to see how much the podcast landscape has grown since the pre Covid days. What was once ridiculed among the financial elite is now seen as a marketing channel. Connor Teskey, David Solomon, etc. actually sharing tidbits previously inaccessible to the public Even media-shy startups like Column are embracing the podcast circuit to bring new attention. Helpful from a talent hiring standpoint

The fact that the attorney who is leading the lawsuit against Powell doesn't know who his replacement is, is peak Trump administration comedy

We are entering a global recession due to high energy prices and downstream inflation (food agriculture etc). And you’re buying AI components you saw on WSB at 200 P/E as korean Citrini analysts dump on you

"I think in 10 years...95% of cancers will be just a manageable disease" youtube.com/watch?v=FJwBpW…

Genuinely curious how much Claude has helped job interview conversion rates

Claude, why can't we just fly oil barrels instead of shipping them through the Straight of Hormuz. Make no mistakes.

@0xsmac @VannaCharmer

guy living in moms basement worried about white collar job displacement

Equity sellers are rotating to the president's memecoin

@johnarnold they will follow the BCRED model and have senior employees plug the hole

Private credit funds will be very reluctant to roll over software loans when they mature. The closed-end funds can't refi any loans right now given redemptions. Since many loans were taken to pay dividends to sponsors, how will they repay maturing loans? Will sponsors put new $ into the companies? many are past investment period. Bring in new equity? that will be tough and pricey. Refi with a mezz lender? will be at much higher rate. Walk away? Huge loss and hit to reported marks. In every situation, the equity is worth less even if business performance hasn't changed.